CRM Status Field

RECOMMENDATION: If you are using a version of The Portal Connector higher than 4.0, we strongly recommend utilizing the MVC based widgets and components to create your site. This documentation is for legacy purposes only and will soon be deprecated.

Widget Type:

Form Widgets

TPC Version:

3.3 +

The CRM Status Field widget will allow you to make records read-only or editable. Inactive records are read-only while active records can be changed.

Configuration

Basic Setup

From the Portal Connector widget list, click and drag the CRM Status Field widget into the body of your form.

There are a variety of options for you to choose if you desire. Click on the edit button to display the prompt which should look like this:

When you are finished configuring the widget, click the save button to save it.

Widget Properties

Basic Properties

Select a Template

The Select a Template drop down list will allow you to select a template for your product to use with the option of creating a new template. If a template is selected, you will be given the additional option of editing the selected template.

Title

The Title text box will allow you to set the label of your widget. The title will usually appear above the associated widget.

Read Only

The Read Only checkbox will not allow the user to interact with the widget when checked.

Filter Status by State

The Filter Status by State drop down list will allow you to choose what options will appear in the CRM Status Field widget. All States will allow you to choose between inactive or active while choosing just active or inactive will only allow you to choose these options. Inactive records are static and cannot be edited while active records may be edited.

Advanced Properties

Advanced properties provide additional functionality. They can be accessed by clicking on the "Advanced" Button in the bottom right corner of the widget designer.